Betterment LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 31 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Betterment LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$245
-4.3%
3,967
-3.1%
0.00%0.0%
Q2 2023$256
+26.7%
4,095
+19.1%
0.00%0.0%
Q1 2023$202
-3.8%
3,437
-6.6%
0.00%0.0%
Q4 2022$210
-99.9%
3,678
-3.9%
0.00%0.0%
Q3 2022$203,0000.0%3,8280.0%0.00%0.0%
Q2 2022$203,000
-3.8%
3,828
+11.7%
0.00%0.0%
Q1 2022$211,000
-4.5%
3,428
-1.8%
0.00%0.0%
Q4 2021$221,000
-6.8%
3,492
-12.6%
0.00%0.0%
Q3 2021$237,000
+2.6%
3,994
+3.4%
0.00%0.0%
Q2 2021$231,000
+5.5%
3,864
+99.0%
0.00%0.0%
Q1 2021$219,000
-42.4%
1,942
-49.5%
0.00%
-50.0%
Q4 2020$380,000
+5.3%
3,847
-11.7%
0.00%0.0%
Q3 2020$361,000
-1.4%
4,356
-6.2%
0.00%0.0%
Q2 2020$366,000
+34.1%
4,646
+10.2%
0.00%0.0%
Q1 2020$273,000
-59.2%
4,215
-40.3%
0.00%
-33.3%
Q4 2019$669,000
+3.1%
7,057
-5.5%
0.00%
-25.0%
Q3 2019$649,0000.0%7,4670.0%0.00%0.0%
Q2 2019$649,000
+5.9%
7,467
+3.2%
0.00%0.0%
Q1 2019$613,000
+10.8%
7,235
-2.8%
0.00%0.0%
Q4 2018$553,000
+3.9%
7,440
+22.3%
0.00%
+33.3%
Q3 2018$532,000
-2.0%
6,085
-7.5%
0.00%
-25.0%
Q2 2018$543,000
-3.6%
6,581
-5.6%
0.00%0.0%
Q1 2018$563,000
+3.7%
6,973
+5.8%
0.00%0.0%
Q4 2017$543,000
+9.7%
6,591
+1.0%
0.00%
-20.0%
Q3 2017$495,000
+17.9%
6,525
+12.8%
0.01%
+25.0%
Q2 2017$420,0005,7850.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Team Financial Group, LLC 84,607$5,225,9814.32%
Private Wealth Strategies, L.L.C. 180,387$11,142,0242.78%
Carlson Capital Management 75,632$4,671,6000.28%
Avant Capital LLC 3,676$227,0280.26%
Kovack Advisors, Inc. 28,146$1,738,5200.24%
RVW Wealth, LLC 27,297$1,686,0670.20%
O'Brien Greene & Co. Inc 4,500$277,9540.10%
CWM, LLC 108,687$6,7130.04%
Tacita Capital Inc 715$44,1640.04%
Raymond James Financial Services Advisors, Inc. 248,948$15,376,8960.03%
View complete list of WISDOMTREE TR shareholders